Connect Close and Mailchimp

Both apps 219Close 50Mailchimp 169

• Trigger
  New Contact in Contact Smart View

  Triggers when a new contact appears in the selected contact Smart View.

• Trigger
  New Lead in Smart View

  Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.

• Trigger
  New Note

  Triggers when a new note is added to a lead in Close.

• Action
  Add Address to Lead

  Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.

• Action
  Add User

  Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.

• Action
  Create Bulk Action

  Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.

• Action
  Create Bulk Email

  Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.

• Action
  Create Bulk Workflow Subscription Action

  Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.

• Action
  Create Contact

  Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.

• Action
  Create Custom Activity

  Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.

• Action
  Create Export

  Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.

• Action
  Create Lead

  Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.

• Action
  Create Lead Smart View

  Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.

• Action
  Create Note

  Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.

• Action
  Create Opportunity

  Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.

• Action
  Create SMS

  Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.

• Action
  Create Task

  Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.

• Action
  Create WhatsApp Message

  Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.

• Action
  Delete Email

  Deletes an email activity from Close.

• Action
  Delete Email Address From Contact

  Removes one email address from a Close contact, keeping the contact's other email addresses.

• Action
  Delete Logged Call

  Deletes a logged Call activity from Close.

• Action
  Export Activity Report to CSV

  Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.

• Action
  Find Call

  Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.

• Action
  Find Connected Account

  Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.

• Action
  Find Custom Activity

  Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.

• Action
  Find Custom Objects

  Returns the custom object records attached to a lead, optionally limited to one custom object type.

• Action
  Find Group

  Returns the Close groups whose name matches the name you supply, along with the first match.

• Action
  Find Lead

  Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.

• Action
  Find Meetings

  Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.

• Action
  Find Note

  Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.

• Action
  Find Number of Leads in Smart View

  Returns the number of leads that currently match a lead Smart View in Close.

• Action
  Find Opportunities

  Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.

• Action
  Find Task

  Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.

• Action
  Find WhatsApp Messages

  Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.

• Action
  Find Workflow Subscription

  Returns the workflow (sequence) subscriptions for a workflow, contact or lead.

• Action
  Merge Two Leads

  Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.

• Action
  Resubscribe Email

  Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.

• Action
  Run Activity Overview Report

  Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.

• Action
  Run Opportunity Funnel Report

  Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.

• Action
  Run Sent Email Report

  Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.

• Action
  Run Status Change Report

  Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.

• Action
  Select Random User

  Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.

• Action
  Unsubscribe Email

  Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.

• Action
  Update Call

  Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.

• Action
  Update Custom Activity

  Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.

• Action
  Update Lead

  Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.

• Action
  Update Lead Smart View

  Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.

• Action
  Update Note

  Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.

• Trigger
  Campaign Sent (instant)

  Fires instantly when a campaign finishes sending.

• Trigger
  Member Cleaned (instant)

  Fires instantly when a member's email is marked cleaned (bounced or invalid).

• Trigger
  Member Email Changed (instant)

  Fires instantly when a member's email address changes.

• Trigger
  Member Profile Updated (instant)

  Fires instantly when a member's profile fields are updated.

• Trigger
  New list

  Triggers when a new audience (list) is created. Polling; deduped by list id.

• Action
  Add Campaign Feedback

  Add a feedback comment to a campaign.

• Action
  Add Cart Line Item

  Add a line item to a cart.

• Action
  Add File

  Upload a new file to the File Manager.

• Action
  Add Interest in Category

  Add a new interest to an interest category.

• Action
  Add Member Event

  Record a custom event against a member.

• Action
  Add Member Note

  Add a note to a member.

• Action
  Add Member to Segment

  Add a single member to a static segment.

• Action
  Add Order Line Item

  Add a line item to an order.

• Action
  Add or Update Customer

  Create a customer or update it if one with the same ID already exists.

• Action
  Add or update member

  Adds or updates a member in the specified audience. Upserts by email; sets status (subscribed by default).

• Action
  Add or Update Order

  Create an order or update it if one with the same ID already exists.

• Action
  Add or Update Product Variant

  Create a product variant or update it if one with the same ID already exists.

• Action
  Add Product Image

  Add a new image to a product.

• Action
  Add Product Variant

  Add a new variant to a product.

• Action
  Add tag to member

  Adds a tag to the specified member in the specified audience. Creates the tag if it does not exist.

• Action
  Archive Audience Member

  Archive a member, removing them from the audience while retaining history.

• Action
  Archive Classic Automation

  Archive a classic Automation workflow.

• Action
  Batch Add or Remove Segment Members

  Add or remove a batch of members from a static segment in one call.

• Action
  Batch Subscribe or Unsubscribe Audience Members

  Subscribe or unsubscribe a batch of members on an audience in one call.

• Action
  Create audience

  Creates a new audience (list).

• Action
  Create Campaign

  Create a new campaign.

• Action
  Create Cart

  Create a new shopping cart for a store.

• Action
  Create Classic Automation

  Start a new classic Automation workflow.

• Action
  Create Customer

  Create a new customer for a store.

• Action
  Create Interest Category

  Create a new interest category (group) on an audience.

• Action
  Create Landing Page

  Creates a landing page in Mailchimp from a landing-page template, tied to an audience. Note: if the template type and template id disagree, Mailchimp reports an error but still leaves a stray draft landing page behind.

• Action
  Create merge field

  Creates a new merge field for the specified audience.

• Action
  Create Order

  Create a new order for a store.

• Action
  Create or Update Product

  Create a product or update it if one with the same ID already exists.

• Action
  Create Product

  Create a new product in a store's catalog.

• Action
  Create Promo Code

  Create a new promo code under a promo rule.

• Action
  Create Promo Rule

  Create a new promo rule for a store.

• Action
  Create Segment by Conditions

  Create a dynamic segment on an audience defined by match conditions.

• Action
  Create static segment for audience

  Creates a new static segment (tag-like) for the specified audience.

• Action
  Create Store

  Connect a new e-commerce store.

• Action
  Create Template

  Create a new template.

• Action
  Delete Audience

  Delete an audience.

• Action
  Delete Campaign

  Delete a campaign.

• Action
  Delete Cart

  Delete a cart.

• Action
  Delete Cart Line Item

  Delete a line item from a cart.

• Action
  Delete Customer

  Delete a customer from a store.

• Action
  Delete File

  Delete a stored file from the File Manager.

• Action
  Delete Interest

  Delete an interest from a category.

• Action
  Delete Interest Category

  Delete an interest category from an audience.

• Action
  Delete Landing Page

  Delete a landing page.

• Action
  Delete Member Note

  Delete a note from a member.

• Action
  Delete Merge Field

  Delete a merge field from an audience.

• Action
  Delete Order

  Delete an order from a store.

• Action
  Delete Order Line Item

  Delete a line item from an order.

• Action
  Delete Product

  Delete a product from a store's catalog.

• Action
  Delete Product Image

  Delete an image from a product.

• Action
  Delete Product Variant

  Delete a variant from a product.

• Action
  Delete Promo Code

  Delete a promo code.

• Action
  Delete Promo Rule

  Delete a promo rule from a store.

• Action
  Delete Segment

  Delete a segment from an audience.

• Action
  Delete Store

  Delete a store.

• Action
  Delete Template

  Delete a template.

• Action
  Get Audience

  Retrieve details about a single audience by ID.

• Action
  Get Audience Member

  Retrieve details about a single audience member.

• Action
  Get audiences

  Returns all audiences (lists) with id and name.

• Action
  Get Automation Email

  Retrieve details about a single Automation workflow email.

• Action
  Get Campaign

  Retrieve settings and info for a single campaign.

• Action
  Get Campaign Advice

  Retrieve advice and feedback tips for a sent campaign.

• Action
  Get Campaign Content

  Retrieve the HTML and plain-text content of a campaign.

• Action
  Get Campaign Domain Performance

  Retrieve delivery and engagement stats broken down by recipient email domain.

• Action
  Get Campaign Report

  Retrieve the performance report for a single campaign.

• Action
  Get Campaign Send Checklist

  Retrieve the pre-send readiness checklist for a campaign.

• Action
  Get Cart

  Retrieve details about a single cart.

• Action
  Get Classic Automation

  Retrieve details about a single classic Automation workflow.

• Action
  Get Customer

  Retrieve details about a single customer.

• Action
  Get File

  Retrieve details about a single stored file.

• Action
  Get Interest Category

  Retrieve details about a single interest category.

• Action
  Get interest groups for audience

  Returns the interest categories (groups) and their interests for the specified audience.

• Action
  Get Landing Page

  Retrieve details about a single landing page.

• Action
  Get Landing Page Content

  Retrieve the HTML content of a landing page.

• Action
  Get Landing Page Report

  Retrieve the performance report for a single landing page.

• Action
  Get Member Activity Feed

  Retrieve the recent activity feed for a member (opens, clicks, purchases, and more).

• Action
  Get members in audience

  Returns members in the specified audience, optionally filtered by status.

• Action
  Get Merge Field

  Retrieve details about a single merge field.

• Action
  Get Order

  Retrieve details about a single order.

• Action
  Get Product

  Retrieve details about a single product.

• Action
  Get Segment

  Retrieve details about a single segment.

• Action
  Get segments for audience

  Returns the id and name of all segments for the specified audience.

• Action
  Get Store

  Retrieve details about a single store.

• Action
  Get Template

  Retrieve details about a single template.

• Action
  Get Template Default Content

  Retrieve the default content sections of a template.

• Action
  List Account Orders

  List e-commerce orders across all stores connected to the account.

• Action
  List Audience Abuse Reports

  List abuse complaint reports for an audience.

• Action
  List Audience Growth History

  List monthly growth history for an audience.

• Action
  List Audience Recent Activity

  List the most recent daily activity stats for an audience.

• Action
  List Automation Emails

  List all emails that belong to a classic Automation workflow.

• Action
  List Campaign Click Details

  List click activity for the links in a campaign.

• Action
  List Campaign Email Activity

  List subscriber-level email activity (opens, clicks, bounces) for a campaign.

• Action
  List Campaign Feedback

  List feedback and comments left on a campaign.

• Action
  List Campaign Open Details

  List individual open activity for a sent campaign.

• Action
  List Campaign Recipients

  List the members a campaign was sent to.

• Action
  List Campaign Reports

  List performance reports for all sent campaigns.

• Action
  List Campaigns

  List all campaigns in the account.

• Action
  List Campaign Unsubscribes

  List members who unsubscribed as a result of a campaign.

• Action
  List Cart Line Items

  List the line items in a cart.

• Action
  List Carts

  List shopping carts for a store.

• Action
  List Classic Automations

  List all classic Automation workflows in the account.

• Action
  List Conversations

  List email conversations from replies to campaigns.

• Action
  List Customers

  List customers for a store.

• Action
  List Files

  List files stored in the File Manager.

• Action
  List Interests in Category

  List the interests within an interest category.

• Action
  List Landing Page Reports

  List performance reports for all landing pages.

• Action
  List Landing Pages

  List landing pages in the account.

• Action
  List Member Events

  List custom events recorded for a member.

• Action
  List Member Goal Events

  List goal events recorded for a member.

• Action
  List Member Notes

  List notes recorded on a member.

• Action
  List Member Tags

  List the tags applied to a member.

• Action
  List Merge Fields

  List the merge fields defined on an audience.

• Action
  List Order Line Items

  List the line items on an order.

• Action
  List Product Images

  List images attached to a product.

• Action
  List Products

  List products in a store's catalog.

• Action
  List Product Variants

  List variants of a product.

• Action
  List Promo Codes

  List promo codes under a promo rule.

• Action
  List Promo Rules

  List promo rules for a store.

• Action
  List Segment Members

  List the members belonging to a segment.

• Action
  List SMS Campaigns

  List SMS campaigns in the account.

• Action
  List Store Orders

  List orders placed in a store.

• Action
  List Stores

  List e-commerce stores connected to the account.

• Action
  List Subscribers Removed from Automation

  List subscribers that were removed from a classic Automation workflow.

• Action
  List Survey Reports

  List performance reports for all surveys.

• Action
  List Surveys

  List surveys created for an audience.

• Action
  List Templates

  List templates in the account.

• Action
  Pause RSS Campaign

  Pause an RSS-driven campaign.

• Action
  Permanently Delete Audience Member

  Permanently erase a member's data from an audience (GDPR-style forget).

• Action
  Publish Landing Page

  Publish a landing page, making it live.

• Action
  Remove member from audience

  Archives (removes) a member from the specified audience by email.

• Action
  Remove Member from Segment

  Remove a single member from a static segment.

• Action
  Remove tag from member

  Removes the specified tag from the specified member in the audience.

• Action
  Replicate Campaign

  Create a copy of an existing campaign.

• Action
  Resend Campaign to Non-Openers

  Create a resend of a campaign targeted at people who didn't open it.

• Action
  Resume RSS Campaign

  Resume a paused RSS-driven campaign.

• Action
  Schedule Campaign

  Schedule a campaign to send at a future time.

• Action
  Search Audience Tags

  Search for member tags on an audience by name.

• Action
  Search Campaigns

  Search across campaigns by content or metadata.

• Action
  Search Members

  Search for members across audiences by email or name.

• Action
  Send Campaign

  Send a campaign immediately.

• Action
  Send Test Campaign Email

  Send a test copy of a campaign to specified recipients.

• Action
  Set Campaign Content

  Set the HTML and plain-text content of a campaign.

• Action
  Unpublish Landing Page

  Unpublish a landing page, taking it offline.

• Action
  Unschedule Campaign

  Cancel a campaign's scheduled send time.

• Action
  Unsubscribe member

  Sets a member's status to unsubscribed in the specified audience (by email).

• Action
  Update Audience

  Update settings for an audience.

• Action
  Update Automation Email

  Update settings for an Automation workflow email.

• Action
  Update Campaign Settings

  Update settings for an existing campaign.

• Action
  Update Cart

  Update a cart's details.

• Action
  Update Cart Line Item

  Update a line item in a cart.

• Action
  Update File

  Update the name or folder of a stored file.

• Action
  Update Interest

  Update an interest's name or display order.

• Action
  Update Interest Category

  Update an interest category's title or display type.

• Action
  Update Landing Page

  Update a landing page's settings.

• Action
  Update Member Note

  Update an existing note on a member.

• Action
  Update Merge Field

  Update a merge field's settings.

• Action
  Update Order Line Item

  Update a line item on an order.

• Action
  Update Product Image

  Update a product image's settings.

• Action
  Update Promo Code

  Update a promo code's settings.

• Action
  Update Promo Rule

  Update a promo rule's settings.

• Action
  Update Segment

  Update a segment's name or match conditions.

• Action
  Update Store

  Update a store's settings.

• Action
  Update Template

  Update a template's name or content.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.